Integrity Alliance LLC. Acquires Shares of 7,262 CrowdStrike $CRWD

Key Points

• Integrity Alliance LLC acquired 7,262 shares of CrowdStrike, valued at approximately $2.56 million, during the first quarter of this year.
• Several other institutional investors have increased their holdings in CrowdStrike, with hedge funds owning 71.16% of the stock.
• CrowdStrike reported a revenue of $1.17 billion for the last quarter, exceeding analyst estimates and marking a 21.4% increase compared to the prior year.

Integrity Alliance LLC. bought a new position in CrowdStrike (NASDAQ:CRWD - Free Report) during the first quarter, according to the company in its most recent 13F filing with the SEC. The fund bought 7,262 shares of the company's stock, valued at approximately $2,560,000.

A number of other institutional investors and hedge funds also recently modified their holdings of CRWD. Brighton Jones LLC boosted its position in CrowdStrike by 44.9% in the fourth quarter. Brighton Jones LLC now owns 7,803 shares of the company's stock worth $2,670,000 after purchasing an additional 2,417 shares during the last quarter. Lazard Asset Management LLC boosted its holdings in shares of CrowdStrike by 6.5% in the 4th quarter. Lazard Asset Management LLC now owns 6,919 shares of the company's stock worth $2,367,000 after buying an additional 424 shares during the last quarter. Nuveen Asset Management LLC grew its position in CrowdStrike by 4.0% during the fourth quarter. Nuveen Asset Management LLC now owns 1,686,147 shares of the company's stock valued at $576,932,000 after buying an additional 64,095 shares during the period. Northeast Financial Consultants Inc grew its position in CrowdStrike by 6.1% during the fourth quarter. Northeast Financial Consultants Inc now owns 1,554 shares of the company's stock valued at $532,000 after buying an additional 89 shares during the period. Finally, NorthRock Partners LLC increased its holdings in CrowdStrike by 22.0% during the fourth quarter. NorthRock Partners LLC now owns 4,560 shares of the company's stock worth $1,560,000 after buying an additional 822 shares during the last quarter. 71.16% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research analysts have weighed in on CRWD shares. Canaccord Genuity Group dropped their target price on shares of CrowdStrike from $475.00 to $430.00 and set a "hold" rating on the stock in a research note on Thursday, August 28th. Westpark Capital reissued a "hold" rating on shares of CrowdStrike in a report on Thursday, August 28th. Barclays set a $500.00 target price on CrowdStrike in a research report on Tuesday, June 3rd. Zacks Research raised CrowdStrike from a "hold" rating to a "strong-buy" rating in a research report on Friday, August 29th. Finally, Oppenheimer reiterated an "outperform" rating and set a $520.00 price target on shares of CrowdStrike in a research note on Thursday, August 28th. One analyst has rated the stock with a Strong Buy rating, twenty-four have given a Buy rating and nineteen have given a Hold rating to the company's stock. According to MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $460.10.

CrowdStrike Stock Performance

NASDAQ:CRWD opened at $424.87 on Thursday. The business's fifty day moving average is $449.14 and its 200 day moving average is $426.26. The firm has a market cap of $106.63 billion, a price-to-earnings ratio of -357.03, a PEG ratio of 132.54 and a beta of 1.12. The company has a debt-to-equity ratio of 0.20, a quick ratio of 1.88 and a current ratio of 1.88. CrowdStrike has a 52-week low of $242.25 and a 52-week high of $517.98.

CrowdStrike (NASDAQ:CRWD - Get Free Report) last posted its earnings results on Wednesday, August 27th. The company reported $0.93 earnings per share for the quarter, beating analysts' consensus estimates of $0.83 by $0.10. CrowdStrike had a negative return on equity of 1.53% and a negative net margin of 6.84%.The business had revenue of $1.17 billion during the quarter, compared to analyst estimates of $1.15 billion. During the same quarter in the previous year, the firm earned $1.04 EPS. The company's quarterly revenue was up 21.4% compared to the same quarter last year. CrowdStrike has set its FY 2026 guidance at 3.600-3.72 EPS. Q3 2026 guidance at 0.930-0.95 EPS. Research analysts predict that CrowdStrike will post 0.55 EPS for the current year.

Insider Buying and Selling at CrowdStrike

In other CrowdStrike news, Director Roxanne S. Austin sold 9,447 shares of the stock in a transaction that occurred on Tuesday, July 1st. The shares were sold at an average price of $512.65, for a total value of $4,843,004.55. Following the sale, the director directly owned 18,858 shares in the company, valued at $9,667,553.70. This represents a 33.38% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Burt W. Podbere sold 11,883 shares of the business's stock in a transaction on Tuesday, August 5th. The shares were sold at an average price of $455.47, for a total transaction of $5,412,350.01. Following the transaction, the chief financial officer owned 231,130 shares of the company's stock, valued at $105,272,781.10. This trade represents a 4.89% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders have sold a total of 143,734 shares of company stock worth $67,337,728 in the last ninety days. Insiders own 3.32% of the company's stock.

CrowdStrike Company Profile

CrowdStrike Holdings, Inc provides cybersecurity solutions in the United States and internationally. Its unified platform offers cloud-delivered protection of endpoints, cloud workloads, identity, and data. The company offers corporate endpoint and cloud workload security, managed security, security and vulnerability management, IT operations management, identity protection, SIEM and log management, threat intelligence, data protection, security orchestration, automation and response and AI powered workflow automation, and securing generative AI workload services.

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